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OfficeMate 10.5 Enhancements

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<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong><br />

NOTE<br />

This document is intended for clients who are already using<br />

<strong>OfficeMate</strong>/ExamWRITER version <strong>10.5</strong> and who are upgrading to this<br />

latest build to be able to process claims in the ANSI 5010 format,<br />

participate in the VSP Private Label Unity Shared SAvings (PLUSS)<br />

program, and better understand VSP contact lens benefits in 2012. If<br />

you are upgrading from any other version, refer to the enhancements<br />

document that best suits your situation.<br />

In this document:<br />

• ANSI 5010, 3<br />

• VSP Private Label Unity Shared Savings (PLUSS), 6<br />

• VSP Contact Lens Benefits, 7<br />

For more detailed<br />

information on how<br />

to use the new<br />

features in<br />

<strong>OfficeMate</strong> <strong>10.5</strong>, see<br />

the <strong>OfficeMate</strong> User’s<br />

Guide and schedule<br />

additional training<br />

with OMU.<br />

Eyefinity announces the newest version of <strong>OfficeMate</strong>! In addition to resolving<br />

known issues in previous versions of <strong>OfficeMate</strong>, this updated version improves<br />

upon <strong>OfficeMate</strong>’s robust attributes and offers useful new features and expanded<br />

functionality. For additional information on <strong>OfficeMate</strong> features, training, and<br />

integration with ExamWRITER, contact Eyefinity at www.officemate.net or<br />

800.942.5353.<br />

®<br />

<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong> 1


<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong><br />

NOTES • <strong>OfficeMate</strong> <strong>10.5</strong> requires the following system specifications:<br />

Windows ® 7 Professional, Windows 7 Ultimate,<br />

Windows Vista SP1 or higher, or Windows XP Professional.<br />

4 GB RAM on the server, 3 GB or higher on workstations<br />

running Windows 7 and Windows Vista or 2 GB or higher on<br />

workstations running Windows XP.<br />

1280 × 1024 monitor and video adapter screen resolution.<br />

For a complete list of system specifications, go to<br />

www.officemate.net/PDFs/System Specifications.pdf.<br />

• If you are upgrading from <strong>OfficeMate</strong> v10 or below to v<strong>10.5</strong>,<br />

ensure that you have read the <strong>OfficeMate</strong> 4.6, 4.8, 5.0, 6.4, 7.0/<br />

7.1, 7.2/7.3/7.4, 8.0, 9.0, 9.5, and 10.0 Enhancement documents<br />

located at www.officemate.net/support_om_resources.aspx. In<br />

order for you to understand and use all of the new features that<br />

were implemented in each <strong>OfficeMate</strong> version, you must read<br />

each version’s enhancement list.<br />

• If you are upgrading from <strong>OfficeMate</strong> Enterprise v2 or below to<br />

<strong>OfficeMate</strong> v<strong>10.5</strong>, ensure that you have read the <strong>OfficeMate</strong> 9.5<br />

Enhancement and <strong>OfficeMate</strong> 10.0 Enhancement documents<br />

located at www.officemate.net/support_ent20_resources.aspx<br />

and the <strong>OfficeMate</strong> 9.0 <strong>Enhancements</strong> for <strong>OfficeMate</strong> Enterprise<br />

Users document located at www.officemate.net/<br />

support_om_resources.aspx. In order for you to understand and<br />

use all of the new features that were implemented in each<br />

<strong>OfficeMate</strong> version, you must read each version’s enhancement<br />

list.<br />

• This document was last updated on December 14, 2011. This<br />

document is subject to change at any time without notice.<br />

2 <strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong>


<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong><br />

ANSI 5010<br />

ANSI 5010<br />

The U.S. Department of Health and Human Services has mandated that all<br />

HIPAA-covered entities must upgrade their existing electronic data interchange<br />

(EDI) transactions from the 4010 version to the 5010 version by January 1, 2012.<br />

This means that the insurance claims that you submit electronically must adhere<br />

to the new 5010 format.<br />

<strong>OfficeMate</strong> allows you to continue to send claims in the ANSI 4010 format until<br />

your clearinghouse is ready to receive claims in the new 5010 format. The<br />

following changes have been made to <strong>OfficeMate</strong> to enable you to successfully<br />

submit claims in the new ANSI 5010 format:<br />

• Per HIPAA standards, the Location Maintenance window requires that<br />

You include a full nine-digit ZIP code instead of the previous five-digit<br />

format.<br />

You use a physical mailing address; post office boxes are no longer<br />

allowed for a billing address.<br />

• Ability to convert your existing claims and activate the ANSI 5010 claim<br />

format.<br />

NOTES • Ensure that all your clearinghouses are prepared to receive<br />

claims in the ANSI 5010 format before proceeding.<br />

• If your clearinghouses are not ready to receive claims in the<br />

ANSI 5010 format, do not proceed with these instructions,<br />

but rather continue to send claims in the 4010 format.<br />

• Once you convert your <strong>OfficeMate</strong> claims and activate the<br />

ANSI 5010 format, you cannot go back to the 4010 format.<br />

To convert your claims and activate the ANSI 5010 format, open <strong>OfficeMate</strong><br />

Administration, click Setup, select Third Party Setup, click the Options<br />

tab, click Convert 4010 to 5010.<br />

<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong> 3


<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong><br />

ANSI 5010<br />

• In addition to the format changes, the 5010 requirements also changed the<br />

requirements for some of the qualifiers used in insurance claims. If you had<br />

previously selected a qualifier that has been discontinued, your selection is<br />

now blank on the CMS 1500 form. The blank qualifiers will cause errors in<br />

the Third Party Processing window.<br />

NOTE<br />

Since the Third Party Processing window explains the nature of<br />

the errors, you can correct them as they occur, or you can refer<br />

to the information in this section to protectively find and replace<br />

discontinued modifiers. Once the discontinued modifiers have<br />

been replaced, you may need to refresh the claims in the Third<br />

Party Processing window before processing.<br />

<br />

Review the qualifiers in the following table. If if you used qualifiers that<br />

do not appear in the table, the fields indicated are blank after switching<br />

to the ANSI 5010 format.Select new qualifiers as needed.<br />

Window Field Available Qualifiers<br />

Location<br />

Maintenance<br />

Resource Setup,<br />

Referring Dr tab<br />

Qualifier (32b)<br />

drop-down menu<br />

Qualifier (Box 17a)<br />

drop-down menu<br />

• Location Number<br />

• Provider Commercial<br />

Number<br />

• State License Number<br />

• Provider Commercial<br />

Number<br />

• Provider UPIN<br />

Number<br />

• State License Number<br />

Patient<br />

Demographic,<br />

Insurance tab, Add’l<br />

Info<br />

Qualifier (Box 32b) • Location Number<br />

• Provider Commercial<br />

Number<br />

• State License Number<br />

4 <strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong>


<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong><br />

ANSI 5010<br />

<br />

Review the qualifiers in the following table. The fields indicated are only<br />

used to override the default values on the insurance claim. If if you used<br />

qualifiers that do not appear in the table to override the values on claims,<br />

the fields indicated have reverted back to their original values after<br />

switching to the ANSI 5010 format. Select new qualifiers as needed.<br />

Window Field Available Qualifiers<br />

Fee Slip Line Add’l<br />

Data<br />

CMS 1500 form<br />

CMS 1500 form<br />

Note Reference<br />

drop-down menu<br />

Box 24J drop-down<br />

menu<br />

Box 33b drop-down<br />

menu<br />

• Additional Information<br />

• Goals, rehab,<br />

Potential/Discharge<br />

Plans<br />

• State License Number<br />

• Provider UPIN<br />

Number<br />

• Provider Commercial<br />

Number<br />

• Employer’s<br />

Identification Number<br />

• Social Security<br />

Number<br />

<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong> 5


<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong><br />

VSP Private Label Unity Shared Savings (PLUSS)<br />

VSP Private<br />

Label Unity<br />

Shared<br />

Savings<br />

(PLUSS)<br />

Beginning on January 1, 2012, you can participate in the VSP Private Label Unity<br />

Shared Savings (PLUSS) program and increase your net revenue while lowering<br />

your material costs. When you dispense a UNITY PLx progressive lens, UNITY<br />

performance coating, or Transitions lens treatment, you will receive an additional<br />

reimbursement of up to $25 per VSP patient order.<br />

In order to receive additional reimbursement through the PLUSS program, you<br />

must first add the UNITY performance coating products to <strong>OfficeMate</strong>. Download<br />

the most up-to-date VSP list and then use the Lens Product Loader to import the<br />

products into your <strong>OfficeMate</strong> database.<br />

After you add the coatings to your <strong>OfficeMate</strong> database, you can begin selling<br />

them and receiving additional reimbursement through the PLUSS program. To see<br />

your PLUSS savings, download ERA files with the new coatings and view the new<br />

coatings in the claim details. If you do not receive electronic remittance files, you<br />

can view your savings on the printed remittance document that you receive with<br />

your remittance check in the mail. Note the new Unity Savings code(s) and<br />

payment(s) in the claim detail’s payment remittance information.<br />

Description Code<br />

US<br />

UA<br />

UD<br />

UI<br />

Definition<br />

Service eligible for UNITY savings<br />

Adjustment to pay UNITY savings<br />

Adjustment to reverse UNITY savings<br />

Total UNITY savings paid<br />

6 <strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong>


<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong><br />

VSP Contact Lens Benefits<br />

VSP Contact<br />

Lens Benefits<br />

Beginning on January 1, 2012, the VSP Contact Lens Care Program will be<br />

eliminated. In addition, the contact lens fitting and examination benefits for some<br />

plans and groups will be separated from the material benefits. Although not all<br />

plans and groups are included in the contact lens fitting and examination change,<br />

additional plans and groups will be added in the future.<br />

NOTES • If you submit an insurance claim for a patient using VSP Contact<br />

Lens Care Program and the date of service on the insurance claim<br />

after December 31, 2011, you will receive an error indicating that<br />

the contact lens reason is no longer valid for the date of service.<br />

• The Reason drop-down menu in the Soft Lens Order and Hard<br />

Lens Order windows will now default to Not Qualified for Contact<br />

Lens Care Program instead of a blank reason since the majority of<br />

contact lens insurance claims will not qualify for the program.<br />

The Carrier window that displays authorization and eligibility information for a<br />

patient includes the following new features:<br />

• New Fit & Eval. field that displays the contact lens fitting and evaluation<br />

copay<br />

• A reminder to view the VSP Patient Record Report for complete details<br />

related to the authorization.<br />

<strong>OfficeMate</strong> <strong>10.5</strong>.23 <strong>Enhancements</strong> 7

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